Unclaimed
Lindsay Marie Frabotta is a financial advisor registered with the state of Pennsylvania. She has been working in the financial industry since June 2022 and has a Series 65 license. Lindsay works for Capital A Wealth Management and provides a range of financial services including financial planning, portfolio management for individuals, and consulting. Lindsay specializes in working with individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
11/22/2023 - Present
Capital A Wealth Management (NEW CASTLE PA)
IA
Issued 10/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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